Marcus Epprecht Email & Phone Number
Senior Advisor and Head of New York Office @ Parkview
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Marcus Epprecht Location
- New York, NY, US
Marcus Epprecht Work
- 2012 -now Senior Advisor and Head of New York Office @
- 2022 -now Senior Advisor and Associate Partner @
- 2007 -2011 Managing Director @
- 2004 -2007 Executive Director @
- 1999 -2004 Director @
- 1995 -1999 Associate Director @
Marcus Epprecht Education
- IMD (International Institute for Management Development) - Business Programs
Business Program (Perfecting the Client Experience)
2007-2007 - Zurich Business School (Kaufmännischer Verein Zürich - KVZ)
Bachelors (Economics)
1985-1988
Marcus Epprecht Skills
- Wealth Management
- Equities
- Private Banking
- Investments
- Investment Banking
- Wealth Management Services
- Financial Services
- Structured Products
- Fixed Income
- Alternative Investments
- Mergers & Acquisitions
- Hedge Funds
- Financial Advisory
- Investment Advisory
- Emerging Markets
- Securities
- Financial Markets
- Portfolio Management
- Asset Management
- Strategy
- Valuation
- Equity Derivatives
- ETFs
- Capital Markets
- Derivatives
- Financial Risk
- Investment Strategies
- Bloomberg
- Mutual Funds
- Bonds
- Options
- Brazilian Portuguese
- Investment Management
- High Net Worth Individuals
- Series 66
- Series 7
- Swiss German
- Asset Managment
- Trading
- Uniform Combined State Law
- Relationship Management
- Manage Client Relationships
- Long-term Customer Relationships
- Private Equity
- FX Options
- Build Strong Relationships
- German
- Trading Systems
- Long Term Customer Relationships
- Business Development
- Training
- Management
- Mergers and Acquisitions
Marcus Epprecht Summary
- Marcus Epprecht, based in New York, NY, US, is currently a Senior Advisor and Head of New York Office at Parkview. Marcus Epprecht brings experience from previous roles at Cambridge Family Enterprise Group (CFEG), UBS Wealth Management and UBS. Marcus Epprecht holds a 2007 - 2007 Business Program in Perfecting the Client Experience @ IMD (International Institute for Management Development) - Business Programs. With a robust skill set that includes Wealth Management, Equities, Private Banking, Investments, Investment Banking and more. Marcus Epprecht has 3 emails on RocketReach.
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